The year-end financial checklist

As the year comes to a close and work starts to wind down, many people find themselves with some extra free time, making it the perfect time to tackle those lingering financial planning tasks.  Even though tax returns aren’t due until April 15th, the end of the year is an opportune time to make adjustments to your financial plan.  Here are some of the top reasons why you won’t want to wait until the new year.